Sales Role - BFSI (1-12 yrs)
- Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)
- Interact with the Bank branch teams and customers to explain the products and promote the brand
- Sales and support to all branches assigned - complete documentation, medicals, close pending documentation.
- Drive local contests and engagements to engage teams
- Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life
- Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
- Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
- Aid the bank branches to adopt new processes and technology
- Ensure sales targets assigned are met on every parameter
- Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.
- Allign partner to ensure both teams are working towards the same goal
- Customer service
- Ensure adequate customer service - grievance redressal, claim settlement, renewal etc.
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